+642.2%
MPC vs FLEX
+657.3%
-15.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | 0.0% |
| 7D | +5.4% | -0.9% | +6.3% | +5.6% |
| 30D | +31.0% | -10.1% | +41.1% | +33.2% |
| 3M | +46.0% | -31.3% | +77.4% | +54.8% |
| 6M | +77.3% | +71.3% | +6.0% | +44.5% |
| YTD | +141.9% | +81.2% | +60.7% | +91.8% |
| 1Y | +120.9% | +98.5% | +22.4% | +68.1% |
| 3Y | +182.7% | +428.2% | -245.6% | +45.2% |
| All | +642.2% | +657.3% | -15.0% | +222.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded FLEX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling